Tasks
3 Docs
Schedule
Last Updated: August 31, 2026The Tasks feature helps you manage work that happens outside the office — customer visits, repairs, installations or home services....
History
Last Updated: August 31, 2026The Task History page keeps a record of field work that has already been handed out: what was planned, what...
Customers
Last Updated: August 31, 2026Every task is done for somebody. The Customers page under Tasks is where those people live — their name, their...
